Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-26,662
Closed -$218K 1448
2025
Q1
$218K Buy
+26,662
New +$218K 0.01% 1120
2024
Q4
Hold
0
1752
2024
Q3
Sell
-14,964
Closed -$344K 1985
2024
Q2
$344K Buy
+14,964
New +$344K ﹤0.01% 1132
2024
Q1
Hold
0
1774
2023
Q4
Sell
-19,685
Closed -$413K 1814
2023
Q3
$413K Sell
19,685
-1,125
-5% -$23.6K ﹤0.01% 869
2023
Q2
$480K Buy
+20,810
New +$480K 0.02% 676